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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 179.26+0.5%Dec 15 3:59 PM EST
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To: qbull who wrote (10090)5/14/2000 11:40:00 PM
From: D. Newberry  Read Replies (1) of 13582
 
Hi qbull,

...qualcomm has been quite clear that it will receive the same royalty payments on every flavor of cdma, ie it will receive the same royalties whether a carrier chooses w-cdma or cdma2000. however, i believe qualcomm will make significantly more money on cdma2000 as it will also benefit from likely large asic sales.

I agree with you qbull, that the asic business for CDMA2000 is the Qs to lose. However, Qualcomm is also in the W-CDMA business according to one of their press releases.

qualcomm.com

...The new chipsets and systems software will pave the way for QUALCOMM CDMA Technologies to deliver complete solutions to accelerate the global deployment of 3G CDMA products and services. The two FDD modes that will be implemented in the QUALCOMM CDMA Technologies solutions are the G3G CDMA Multi-Carrier (MC) mode,consisting of both 1x and 3x spreading bandwidths, and the G3G CDMA Direct Spread (DS) mode. These solutions will enable manufacturers and operators worldwide to easily and effectively evolve their products and services based on local market requirements and deliver a new breed of feature-rich, voice and data-centric wireless devices furthering the growth of the wireless industry.

Looks like Qualcomm is in a pretty good position, IMO.

Regards,

DN
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